How to Create a Dashboard in HubSpot
Here is a step-by-step tutorial to create a dashboard in HubSpot:
- Go to Reporting and Data and select Dashboards.
- Click on Create Dashboard.
- Choose a template (e.g., Marketing Performance) or start from scratch.
- Note what reports are included in the dashboard and only select the ones you need.
- Provide a name to your dashboard and set access levels. And finally, hit Create dashboard.
- Click on Go to your dashboard when the success prompt comes.
- You can drag & drop reports to arrange them and customize their appearance.
- If you want to add more data from website traffic, leads, sales, etc to the dashboard, click on the Add reports button on the top right.